How to Create and Optimize Your Investment Portfolio (Pre and Post Retirement)

How to Create and Optimize Your Investment Portfolio Pre and Post Retirement

Our guest today is Jason Heath, CFP who has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense and is also a regular contributor to I’ve been reading his insightful financial planning articles on MoneySense…

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Buying a House, a Rental or Flipping Houses

Buying a House, a Rental, or Flipping Houses - Interview with Meghan Chomut

Today we have Meghan Chomut on the show who is a financial planner specializing in real estate for both your primary residence and rental properties. She has also personally done property flipping before so I thought it would be great to have her on the show to teach us some lessons and best practices that…

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Canada’s Youngest Retirees – How They Did It: Kristy Shen and Bryce Leung

Canada's Youngest Retirees - How They Did It - Kristy Shen, Bryce Leung

Today we have Kristy and Bryce on the show who are Canada’s youngest retirees. Kristy retired at 31 while Bryce was 32, and today I pick their brains on how they pulled it off, how they invest, and how they structured their investment portfolio to ensure that they never run out of money. Listen to it on…

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How to get the lowest rate on your mortgage (new and renewing mortgages)

How to get the lowest mortgage rate - Sean Cooper Interview

House hunting season has officially begun, so I thought it would be a good idea to have an insider from the mortgage industry on the show to learn some tops tips on getting the lowest possible mortgage rate, whether you are looking for a new mortgage, or have one that you’ll need to renew soon.…

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How to Automate Your Investing (without the giant fees)

How to automate your investing - Passiv and Questrade

A common problem that holds some Canadians back from paying the lowest possible fees in investing by becoming a DIY (do-it-yourself) investor, is that it does take a bit of learning and practice. Also since we’re not taught this in school, it can be intimidating. Even those that aren’t intimidated by it can at times…

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TFSA creator shares top saving & investing strategies, while promoting financial literacy for Canadians.

Top TFSA Saving and Investing Strategies - Kevin McCarthy

Today I have the creator of the TFSA on the show who shares his best TFSA tips and strategies, while also discussing his initiative to enhance financial literacy in Canada. His name is Kevin McCarthy, and while working in Ottawa, Kevin was responsible for the financial literacy file for Minister Flaherty and helped launch the…

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Top 5 Costly RRSP Mistakes that Canadians Make (secrets from an ex-banker)

Top 5 Costly RRSP Mistakes that Canadians Make (secrets from an ex-banker)

RRSP season is upon us (the last day is March 1) and to help you avoid the top RRSP mistakes that Canadians make, I’ve brought back the financial planner that my family and I use, John Kalos. We had a live webinar where we went over these top mistakes, and it gave everyone a chance…

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Live Webinar: Top 5 Costly RRSP Mistakes that Canadians Make (secrets from an ex-banker)

Top 5 Costly RRSP Mistakes that Canadians Make

RRSP season is coming to an end on March 1, 2019 and like me, you’ve probably been bombarded with bank advertisements lately telling you that you have to “hurry now” to take advantage of the RRSP tax deductions. But what are you not being told? A lot of these advertisements are, after all, coming from…

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How to Beat the Bank (and Book Giveaway!)

Larry Bates - Beat the Bank

Today we have author and Canadian investor, Larry Bates on the show. Larry is the author of the book “Beat the Bank”, where he shows (specifically for Canadians), how you can build a larger retirement nest egg by switching from high cost mutual funds to more efficient, low-cost investment products. He also explains how you…

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Part 2: The Only 4 Ways to Invest & Their Pros and Cons

Part 2 - The Only 4 Ways to Invest

This is part 2 of our episode on the only 4 ways to invest, where we discuss the pros and cons of each method, so that you can make an informed decision on the investing type that is best for you. Ultimately, this decision on which of the 4 ways you pick has an enormous…

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